Filtering the timeline is easy!
FROM THE WEB APP
Step 1: Go to the 'Client' menu
Step 2: Click on a customer record.
Step 3: Click the icons at the top of the timeline to filter by entry type.
Step 4: (Optional) expand the timeline for easy one-click filters.
Step 5: Done!
Expand the time line for more horizontal space and easy one click filters.
FROM THE MOBILE APP
Step 1: Tap on Menu > Clients > Select a specific customer record.
Step 2: Tap 'Filter' at the top of the timeline.
Step 3: Select your filter criteria.
Step 4: Done.